Weekly StatSheet For The ETF Tracker Newsletter – Updated Through 05/08/2025

Ulli ETF StatSheet Contact

ETF Data updated through Thursday, May 8, 2025

How to use this StatSheet:

  1. Out of the 1,800+ ETFs out there, I only pick the ones that trade over $5 million per day (HV ETFs), so you don’t get stuck with a lemon that nobody wants to buy or sell.
  1. Trend Tracking Indexes (TTIs)

These are the main indicators that tell you when to buy or sell Domestic and International ETFs (section 1 and 2). They do that by comparing their position to their long-term M/A (Moving Average). If they cross above, and stay there, it’s a green light to buy. If they fall below, and keep going, it’s a red light to sell. And to make sure you don’t lose your shirt if things go south, I also use a 12% trailing stop loss on all positions in these categories.

  1. All other investment areas don’t have a TTI and should be traded based on the position of each ETF relative to its own trend line (%M/A). That’s why I call them “Selective Buy.” In other words, if an ETF goes above its own trend line, you can buy it. But don’t forget to use a trailing sell stop of 12%, or less if you’re feeling nervous.

If some of these words sound like Greek to you, please check out the Glossary of Terms and new subscriber information in section 9.

  1. DOMESTIC EQUITY ETFs: SELL— effective 4/4/2025

Click on chart to enlarge

This is our main compass, the Domestic Trend Tracking Index (TTI-green line in the above chart). It has broken below its long-term trend line (red) by -1.41% and has moved into “Sell” mode as of 4/4/2025.

The link below shows all High Volume (HV) Domestic Equity ETFs. They are ranked by M-Index, which is my secret sauce for measuring momentum. Prices in all linked tables below are updated through 05/08/2025, unless otherwise noted. Price data not yet available at publication is indicated with 00.00% or -100.00%. Please note that distributions are not included in the current momentum numbers.

If the TTI is above the trend line, you can use the tables in the link below to pick your winners:

http://www.successful-investment.com/SSTables/HVDomETFs050825.pdf

  1. INTERNATIONAL ETFs: BUY — since 08/08/2025

Click on chart to enlarge

This is our global guide, the International Trend Tracking Index (green). It has broken above its long-term trend line (red) by +3.13% and is now in “Buy” mode as of 5/7/25.

The list in the link below shows the High Volume (HV) International ETFs I track for you during a Buy cycle. They are also ranked by M-Index:

http://www.successful-investment.com/SSTables/HVInternETFs050825.pdf

  1. ETF MASTER LIST

This is the mother of all lists, showing all ETFs I track and how they stack up against each other. The sorting order is by M-Index too. Momentum figures for all ETFs are not adjusted for dividends.

http://www.successful-investment.com/SSTables/HVETFMaster050825.pdf

  1. COUNTRY ETFs: SELECTIVE BUY

This is where you can find HV ETFs for specific countries or regions that I watch every week. Please note that the data in this table does not include adjustments due to distributions. Country funds can be wild beasts, so make sure you use a trailing stop loss (I use 10%) to protect yourself from nasty bites.

http://www.successful-investment.com/SSTables/HVCountryETFs050825.pdf

  1. SECTOR ETFs: SELECTIVE BUY

This is where you can diversify your portfolio by looking for different opportunities in various sectors of the market. The table of HV Sector ETFs in the following link covers a wide range of possibilities. The sorting order is by M-Index:

http://www.successful-investment.com/SSTables/HVSectorETFs050825.pdf

Here too, I recommend using a 10% trailing stop loss to limit your risk.

  1. BOND & DIVIDEND ETFs: SELECTIVE BUY

If you like getting paid for holding ETFs, here’s a list of bond and dividend paying ETFs. But before you buy them, make sure you check their momentum figures first. Then you can visit your favorite financial web site to see their yield and other details.

Please note that the data in this table does not include adjustments due to distributions.

http://www.successful-investment.com/SSTables/HVBond_DivETFs050825.pdf

  1. BEAR MARKET ETFs: SELECTIVE BUY

Below are some of the most popular bear market ETFs and their momentum figures:

http://www.successful-investment.com/SSTables/HVBearETFs050825.pdf

Please note that some of these funds try to beat the index they are tied to by a certain percentage. This can boost your returns, but it can also magnify your losses. So be careful and use a trailing sell stop (I suggest 10%) and be ready for some bumps along the way.

  1. NEW SUBSCRIBER INFORMATION

To get a head start on more successful investing, please click on:

http://www.successful-investment.com/SellStopDiscipline.pdf

In case you missed it, you can download my latest e-book “How to beat the S&P 500…with the S&P 500,” here. If you are investing your 401k and must use mutual funds, I suggest you mainly stick with the S&P 500 as described in my book. Of course, you can always use the above tables to find sector or country ETFs that suit your taste and use the equivalent mutual funds as offered by your custodian.

Disclosure:

I must tell you that I, as well as my advisory clients, own some of the ETFs listed in the above table. Also, they are not meant to be specific investment recommendations for you, they just show which ETFs from my universe are doing well right now.

 

Bitcoin And Crude Oil Join Bullish Sentiment, Gold Retreats

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com]

  1. Moving the market

Equities advanced this morning, buoyed by Trump’s announcement of a finalized trade deal between the U.S. and the United Kingdom. “It’s a full and comprehensive one,” he elaborated, “which will cement the relationship between our countries for many years to come.”

Tech shares received a boost from news that the current administration will rescind the Biden-era AI chip controls, which were set to take effect later this month. Nvidia, Intel, and AMD all climbed, joined by Amazon and Tesla.

Although the Fed’s announcement to hold rates steady is now behind us, concerns persist that “soft” data like sentiment and confidence will eventually impact “hard” data such as retail sales, GDP, and employment. However, this concern has not yet materialized.

Overall, today’s market news was positive, with more favorable developments than negatives. This optimism reduced rate-cut expectations as “soft” data showed signs of improvement.

Small Caps outperformed, driven by a massive short-squeeze, which also benefited the Mag7 basket, despite surging bond yields. The dollar returned to one-week highs, causing gold to retreat, with the precious metal finding support at $3,300.

Bitcoin continued its rally, surpassing the $101k level for the first time since February. Crude oil joined the bullish sentiment, erasing yesterday’s losses.

While our International TTI has signaled a “Buy,” based on today’s action, the Domestic TTI may not be far behind.

Read More

Fed Holds Rates Steady Amid Elevated Economic Uncertainty

Ulli Uncategorized Contact

[Chart courtesy of MarketWatch.com]

  1. Moving the market

Stocks received an early boost after Disney reported an unexpected jump in streaming subscribers, pushing its stock up by 10%.

Adding to the early bullish sentiment was news that Treasury Secretary Bessent and a top trade official will meet their Chinese counterparts this week in Switzerland. Traders viewed this as a potential de-escalation on the trade front, which had previously caused chaotic market action.

Later in the day, the Federal Reserve’s decision on interest rates was highly anticipated, with nearly 100% certainty that the bank would hold rates steady. Equally important was Fed Chair Powell’s press conference, which provided further insights into the direction of interest rates.

Today’s session was choppy, with major indexes fluctuating due to various headlines. Positive news included scheduled China trade talks for Sunday and Trump’s announcement to rescind global chip curbs. Negative news involved Apple considering replacing the Google search engine and Trump’s refusal to preemptively lower China’s tariffs.

As expected, the Fed held rates steady, and Powell’s press conference was summarized by one economist as a “nothingburger,” with rate-cut expectations slipping. Powell highlighted several key points:

– Inflationary effects of policies could be short-lived.

– Uncertainty about the path of the economy is extremely elevated.

– No slowdown is evident in actual economic data yet.

– Costs of waiting are fairly low.

Bond yields pulled back, Bitcoin jumped but retreated from its intraday highs, gold remained stagnant, the dollar showed signs of life, and crude oil slipped again.

With the Fed decision out of the way, headline-driven market volatility will likely continue tomorrow.

Read More

Gold Glows Amid Market Uncertainty; Bitcoin Recovers

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com]

  1. Moving the market

Equities started the day on a downward trend as traders eagerly awaited the Fed’s policy decision tomorrow.

They were also tracking global news for any signs of progress on potential trade deals. Tech giants Nvidia and Meta, along with Tesla, saw declines. Tesla’s new car sales in Britain and Germany fell to their lowest levels in over two years, despite increasing demand for electric vehicles.

The Fed began its two-day meeting today, with a decision expected tomorrow. Anxiety remains high on Wall Street, even though a rate cut is not anticipated. The focus will be on Powell’s comments regarding the current state of the economy and his outlook.

The S&P 500, along with the broader market, faces a significant challenge at its 200-day moving average (200DMA), which has been providing strong overhead resistance. If the attempt to break through this level is unsuccessful, we may see a reversal towards the lows made in April.

With low trading volume across the board, all attempts to rally above the unchanged lines failed, and the major indexes ended the session in the red.

Bond yields slipped, the dollar continued its decline, and Bitcoin recovered from an early drop to climb back above $95,000. Gold had another impressive performance, gaining over 3% and reclaiming its $3,400 level.

The markets are at a crossroads and could break either way. As ZH pointed out, price action is mainly driven by short-term headlines and speculation on the evolving US tariffs story.

Read More

Gold Shines Amid Market Selloff And Mixed Economic Data

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com]

  1. Moving the market

The markets pulled back early in the session as hopes for new trade deals diminished following President Trump’s announcement of surprise levies on movies made outside the U.S.

He elaborated on negotiations with various countries, emphasizing that he is setting the terms of any agreement. Additionally, he made it clear that there are no plans to talk to China, which affected traders’ expectations of progress.

This week, the Fed’s two-day policy meeting begins tomorrow, with a rate decision expected on Wednesday. Futures indicate only a 3.2% chance of a rate cut, but traders will be closely analyzing any commentary from Fed Chair Powell.

Despite efforts by traders and algorithms to maintain a nine-day winning streak, the market closed in the red due to a last-hour selloff. Mixed economic data lowered rate-cut expectations, and the dollar continued to weaken.

Mega-tech stocks and the Mag7 basket managed to recover from early losses but still ended the day in the red. Bond yields rose moderately, oil prices plunged, and Bitcoin retreated.

The standout performer of the day was gold, which rallied 3% and nearly reached the $3,350 level.

Does this indicate that its recent correction is over?

Read More

Weekly StatSheet For The ETF Tracker Newsletter – Updated Through 05/01/2025

Ulli ETF StatSheet Contact

ETF Data updated through Thursday, May 1, 2025

How to use this StatSheet:

  1. Out of the 1,800+ ETFs out there, I only pick the ones that trade over $5 million per day (HV ETFs), so you don’t get stuck with a lemon that nobody wants to buy or sell.
  1. Trend Tracking Indexes (TTIs)

These are the main indicators that tell you when to buy or sell Domestic and International ETFs (section 1 and 2). They do that by comparing their position to their long-term M/A (Moving Average). If they cross above, and stay there, it’s a green light to buy. If they fall below, and keep going, it’s a red light to sell. And to make sure you don’t lose your shirt if things go south, I also use a 12% trailing stop loss on all positions in these categories.

  1. All other investment areas don’t have a TTI and should be traded based on the position of each ETF relative to its own trend line (%M/A). That’s why I call them “Selective Buy.” In other words, if an ETF goes above its own trend line, you can buy it. But don’t forget to use a trailing sell stop of 12%, or less if you’re feeling nervous.

If some of these words sound like Greek to you, please check out the Glossary of Terms and new subscriber information in section 9.

  1. DOMESTIC EQUITY ETFs: SELL— effective 4/4/2025

Click on chart to enlarge

This is our main compass, the Domestic Trend Tracking Index (TTI-green line in the above chart). It has broken below its long-term trend line (red) by -3.42% and has moved into “Sell” mode as of 4/4/2025.

Read More